Jeffrey Gunder
Jeffrey Gunder is a registered investment advisor at LPL Financial LLC, based in Collegeville, PA, with 26 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
100 Springhouse Dr Suite 107, Collegeville, PA, 19426
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
October 2007Other Business Activities
Jeffrey operates Clara Private Wealth LLC as a DBA for his LPL business. This activity is investment-related and takes up his full-time work hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Lincoln Investment Planning, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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